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Institutional Holders · 13F

First-hand SEC EDGAR 13F-HR institutional holdings: the top 25 holders ranked by market value, plus the largest adds and trims this quarter. Quarter 2026-03-31.

Ownership

Institutions24.8%
Insiders6.8%
Institutions Count29
Institutions 24.8%Insiders 6.8%Float (Other) 68.4%
13F Filers (top 25)25Quarter 2026-03-31
Top-25 Reported Value$51.10MSum of shown holders' market value
Net Position Change10 adds · 5 trimsLargest movers this quarter

Top Holders by Value

25 shown
FilerSharesMarket ValueΔ SharesChange
Arete Wealth Advisors, LLCCIK 0001600151
866,242$44.77M+866,242NEW
RAFFLES ASSOCIATES LPCIK 0001169581
9,449,696$2.27M-59,041↓ DEC
Cable Car Capital, LPCIK 0001699575
6,909,748$1.66M–no_change
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
4,856,648$1.17M+4,856,648NEW
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
1,288,926$309.47K+506,185↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,198,976$287.94K+111,156↑ INC
STATE STREET CORPCIK 0000093751
871,300$209.20K+200,000↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
586,658$140.80K+586,658NEW
BlackRock, Inc.CIK 0002012383
254,289$61.05K-11,188↓ DEC
NORTHERN TRUST CORPCIK 0000073124
190,727$45.79K–no_change
CAPTRUST FINANCIAL ADVISORSCIK 0001512024
173,668$41.70K+173,668NEW
TWO SIGMA INVESTMENTS, LPCIK 0001179392
140,500$33.73K+59,800↑ INC
Focus Partners WealthCIK 0001542153
75,084$18.03K–no_change
INTREPID CAPITAL MANAGEMENT INCCIK 0001092838
71,429$17.15K–no_change
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
66,200$15.89K–no_change
TRUIST FINANCIAL CORPCIK 0000092230
63,667$15.29K–no_change
Vanguard Global Advisers, LLCCIK 0001811242
56,726$13.61K+56,726NEW
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676
31,550$7.57K–no_change
XTX Topco LtdCIK 0001828301
18,283$4.39K+6,691↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
18,000$4.32K–no_change
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451
14,000$3.36K–no_change
Ground Swell Capital, LLCCIK 0001534450
10,224$2.46K-204↓ DEC
Tower Research Capital LLC (TRC)CIK 0001533421
8,696$2.09K-10,299↓ DEC
UBS Group AGCIK 0001610520
6,274$1.51K-22,583↓ DEC
JPMORGAN CHASE & COCIK 0000019617
5,266$1.27K+5,048↑ INC

Top Adds (Buyers)

FilerΔ SharesValue
VANGUARD CAPITAL MANAGEMENT LLCNEW
+4,856,648$1.17M
Arete Wealth Advisors, LLCNEW
+866,242$44.77M
VANGUARD FIDUCIARY TRUST CONEW
+586,658$140.80K
RENAISSANCE TECHNOLOGIES LLC↑ INC
+506,185$309.47K
STATE STREET CORP↑ INC
+200,000$209.20K
CAPTRUST FINANCIAL ADVISORSNEW
+173,668$41.70K
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+111,156$287.94K
TWO SIGMA INVESTMENTS, LP↑ INC
+59,800$33.73K
Vanguard Global Advisers, LLCNEW
+56,726$13.61K
XTX Topco Ltd↑ INC
+6,691$4.39K

Top Trims (Sellers)

FilerΔ SharesValue
RAFFLES ASSOCIATES LP↓ DEC
-59,041$2.27M
UBS Group AG↓ DEC
-22,583$1.51K
BlackRock, Inc.↓ DEC
-11,188$61.05K
Tower Research Capital LLC (TRC)↓ DEC
-10,299$2.09K
Ground Swell Capital, LLC↓ DEC
-204$2.46K